Custom Layouts for Meeting

Custom Layouts for Meetings

You can customize the layouts for your meetings and associate additional fields with them.
 
  1. Go to Setup on the top right corner and click Meetings under Custom Layouts and Fields .
 


  1. You will find the Standard Layout which will be applied to your meetings by default.


           

  1. Click +Layout .
  2. Fill in the details and click Create .
  3. Once your layout is created, start customizing it by adding fields from the left panel. 


           

Click Save just to save the layout. If you'd like to associate the layout to meetings then and there, click Save and Associate.  These custom fields will be displayed while you create a meeting.
 


           

You can edit these fields in the existing meetings by associating the template to those particular projects. 
  1. Click Setup and go to Meetings under Custom Layouts and Fields.
  2. Click the + icon on the template to associate projects.
  3. Go to that particular meeting, click the  icon on the top right corner and fill them out.



You can click the icon  on the top right corner to filter the meetings based on a certain criteria.

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